Sigma Planning Corp’s Walt Disney DIS Stock Holding History

Sigma Planning Corp’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.54M	Sell	36,575 -3,333	-8%	-$413K	0.14%	156
2025 Q1	$3.94M	Sell	39,908 -3,043	-7%	-$300K	0.13%	171
2024 Q4	$4.78M	Sell	42,951 -2,634	-6%	-$293K	0.15%	135
2024 Q3	$4.38M	Sell	45,585 -4,480	-9%	-$431K	0.13%	152
2024 Q2	$4.97M	Sell	50,065 -5,635	-10%	-$559K	0.16%	124
2024 Q1	$6.82M	Buy	55,700 +28,889	+108%	+$3.53M	0.21%	87
2023 Q4	$2.42M	Sell	26,811 -45,602	-63%	-$4.12M	0.19%	104
2023 Q3	$5.87M	Sell	72,413 -2,407	-3%	-$195K	0.22%	82
2023 Q2	$6.68M	Sell	74,820 -15,275	-17%	-$1.36M	0.24%	78
2023 Q1	$9.02M	Buy	90,095 +1,128	+1%	+$113K	0.3%	60
2022 Q4	$7.73M	Sell	88,967 -7,861	-8%	-$683K	0.28%	76
2022 Q3	$9.13M	Sell	96,828 -1,198	-1%	-$113K	0.35%	55
2022 Q2	$9.25M	Sell	98,026 -9,598	-9%	-$906K	0.32%	55
2022 Q1	$14.8M	Buy	107,624 +339	+0.3%	+$46.5K	0.44%	31
2021 Q4	$16.6M	Sell	107,285 -6,041	-5%	-$936K	0.46%	36
2021 Q3	$19.2M	Buy	113,326 +6,603	+6%	+$1.12M	0.58%	27
2021 Q2	$18.8M	Buy	106,723 +13,955	+15%	+$2.45M	0.56%	26
2021 Q1	$17.1M	Buy	92,768 +4,720	+5%	+$871K	0.55%	24
2020 Q4	$16M	Sell	88,048 -7,661	-8%	-$1.39M	0.54%	27
2020 Q3	$11.9M	Sell	95,709 -6,420	-6%	-$797K	0.47%	33
2020 Q2	$11.4M	Buy	102,129 +14,185	+16%	+$1.58M	0.5%	29
2020 Q1	$8.5M	Sell	87,944 -2,946	-3%	-$285K	0.5%	32
2019 Q4	$13.1M	Buy	90,890 +11,742	+15%	+$1.7M	0.55%	26
2019 Q3	$10.3M	Buy	79,148 +1,239	+2%	+$161K	0.5%	32
2019 Q2	$10.9M	Buy	77,909 +2,898	+4%	+$405K	0.56%	30
2019 Q1	$8.33M	Buy	75,011 +25,948	+53%	+$2.88M	0.47%	39
2018 Q4	$5.38M	Buy	49,063 +8,691	+22%	+$953K	0.39%	55
2018 Q3	$4.72M	Buy	40,372 +2,333	+6%	+$273K	0.28%	77
2018 Q2	$3.99M	Buy	38,039 +1,169	+3%	+$123K	0.27%	83
2018 Q1	$3.7M	Sell	36,870 -89	-0.2%	-$8.94K	0.27%	80
2017 Q4	$3.97M	Buy	36,959 +8	+0%	+$860	0.31%	65
2017 Q3	$3.64M	Buy	36,951 +983	+3%	+$96.9K	0.3%	66
2017 Q2	$3.82M	Buy	35,968 +728	+2%	+$77.4K	0.36%	54
2017 Q1	$4M	Sell	35,240 -1,341	-4%	-$152K	0.39%	53
2016 Q4	$3.81M	Sell	36,581 -7,057	-16%	-$736K	0.42%	48
2016 Q3	$4.05M	Sell	43,638 -674	-2%	-$62.6K	0.48%	43
2016 Q2	$4.34M	Buy	44,312 +3,728	+9%	+$365K	0.57%	37
2016 Q1	$4.03M	Buy	40,584 +7,750	+24%	+$770K	0.55%	37
2015 Q4	$3.45M	Buy	32,834 +3,026	+10%	+$318K	0.48%	40
2015 Q3	$3.05M	Buy	29,808 +5,476	+23%	+$560K	0.48%	39
2015 Q2	$2.78M	Buy	24,332 +5,050	+26%	+$576K	0.38%	60
2015 Q1	$2.02M	Buy	19,282 +3,736	+24%	+$392K	0.27%	90
2014 Q4	$1.46M	Buy	+15,546	New	+$1.46M	0.19%	129